The 6-hour Due Diligence Forum is one of two key components of the
annual PortfolioConstruction Conference. The 2009 Due Diligence Forum
program featured 24 international and local investment experts
presenting pre-approved research papers.
This Resources Kit contains those papers, along with presentation
slides, podcasts and questions/comments.
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Of
Interest - Fixed Interest / Credit |
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Investing across the capital structure | Schroders |
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>>> |
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The changing nature of fixed interest funds |
Tyndall Investments |
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>>> |
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Old lessons re-learned for income investors |
Perpetual |
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>>> |
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Global income opportunities in listed small caps |
Trafalgar Capital
Advisors
|
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>>> |
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Getting Real - Property |
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Global listed infrastructure, the best defence... | Colonial First State
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>>> |
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What the future holds for listed property |
Resolution Capital /
Pinnacle
|
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>>> |
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Does unlisted property still have a role in
portfolios? |
Becton Funds Mgmt |
|
>>> |
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Australian residential property - investing on solid
ground | Ironstone Funds
|
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>>> |
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Taking Stock - Equities - Stock/Region |
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Equity investing for regular, high income & low
volatility | Denning
Pryce/Zurich |
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>>> |
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Alternative strategies within Australian equities
| SG Hiscock /
EQT |
|
>>> |
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Why invest in Asia? |
Fidelity International
!!! |
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>>> |
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The future role of active extension in Australia
| Grant Samuel
Tribeca
!!!
|
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>>> |
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Taking Stock - Equities -
Global Diversified |
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Global equity investing – keeping it simple |
Aberdeen Asset
Management |
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>>> |
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Secular growth in emerging markets and how to access
it | T.Rowe
Price
!!! |
|
>>> |
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Positioning portfolios in a deleveraging world
| Magellan Asset
Management |
|
>>> |
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Global investing, a paradigm shift in market
leadership | Capital
Int'l/Pinnacle
|
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>>> |
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Alternatively - Alternatives |
|
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Why another crisis to recognise managed futures'
benefits? | Man
Investments |
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>>> |
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Investing in commodities for a diversified portfolio
| Barclays
Capital |
|
>>> |
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Shortfalls of a traditional approach to hedge
fund investing | JANA/
nabInvest |
|
>>> |
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Why does capital protection have to be so hard? |
Alpha Structured
Investments
|
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>>> |
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The
Lot - Multi-Asset Class |
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Strategic tilting – guidelines for use in portfolios
| Russell Investments
!!! |
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>>> |
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SRA - the missing piece in the puzzle |
Investment Science |
|
>>> |
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The case for a flexible approach to asset allocation
| Select Asset
Management |
|
>>> |
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ETFs - a tool for the new reality |
iShares/Barclays Global
Investors
!!!
|
|
>>> |
